Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Retirement Income Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors Degree, University of Iowa, Iowa City, IA

Interests

  • Spending time with my wife Kayla and our son, Joseph V
  • We have two dogs Lambeau and Kinnick
  • Enjoy watching sports, fan of the Packers & Hawkeyes
  • Boating, golfing, and being outdoors

Community participation

  • Habitat U Store, Volunteer
  • Riverbend Food Bank, Volunteer
  • VIVA Quad Cities, Sponsor
  • Quad Cities Chamber of Commerce, Member
  • Quad Cities Builders & Remodelers Association, Member

Awards & recognition

  • Ameriprise Circle of Success, 2017-2020
  • Premier Protection award, RiverSource Life Insurance Company , 2017

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.